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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,230 | $100,970-77.0% | $96,576-75.9% | $137,256-83.1% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 26.74% | 38.16%-11.4pp | 38.47%-11.7pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,558 | $3,809-32.9% | $3,553-28.0% | $4,156-38.5% |
| Participant deferral / active EE | $10,145 | $8,286+22.4% | $7,956+27.5% | $6,407+58.4% |
| Admin fee / account holder | $1,915 | $11,312-83.1% | $11,381-83.2% | $12,270-84.4% |